Phillips 66
PSX- 交易所
- NYSE
- 產業
- Petroleum Refining
- SEC CIK
- 0001534701
近 90 天，Phillips 66 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 2,109 家機構在 13F 申報持有，市值合計 $535.4 億；艾略特投資管理、Oakmark（Harris Associates）等 3 位大師持有。
2023 年第 4 季 13F 持有人
Phillips 66 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,793
- 較 2023 年第 3 季 +157 家
- 持有股數
- 3.28 億
- 較 2023 年第 3 季 +869.1 萬 (+2.7%)
- 總市值
- $437.3 億
- 較 2023 年第 3 季 +$53.3 億 (+13.9%)
- 新進機構
- 259
- 另有 568 家加碼
- 清倉機構
- 102
- 另有 679 家減碼
另有 28 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 PSX 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,109 | $535.4 億 |
| 2026 年第 1 季 | 2,132 | $569.8 億 |
| 2025 年第 4 季 | 1,904 | $399.1 億 |
| 2025 年第 3 季 | 1,838 | $416.2 億 |
| 2025 年第 2 季 | 1,765 | $374.0 億 |
| 2025 年第 1 季 | 1,796 | $379.0 億 |
| 2024 年第 4 季 | 1,782 | $349.2 億 |
| 2024 年第 3 季 | 1,775 | $398.4 億 |
| 2024 年第 2 季 | 1,787 | $442.0 億 |
| 2024 年第 1 季 | 1,879 | $522.3 億 |
| 2023 年第 4 季 | 1,793 | $437.3 億 |
| 2023 年第 3 季 | 1,664 | $385.1 億 |
| 2023 年第 2 季 | 1,542 | $308.8 億 |
| 2023 年第 1 季 | 1,573 | $334.1 億 |
| 2022 年第 4 季 | 1,575 | $351.1 億 |
| 2022 年第 3 季 | 1,419 | $273.8 億 |
| 2022 年第 2 季 | 1,445 | $283.3 億 |
| 2022 年第 1 季 | 1,451 | $291.4 億 |
| 2021 年第 4 季 | 1,358 | $222.1 億 |
| 2021 年第 3 季 | 1,239 | $212.3 億 |
| 2021 年第 2 季 | 1,327 | $263.0 億 |
| 2021 年第 1 季 | 1,272 | $250.1 億 |
2023 年第 4 季持有機構
每家機構持有 Phillips 66 的股數、市值與佔組合比重；股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Advisors Capital Management, LLC | 53,997 | $718.9 萬 | 0.15% | +458+0.9% | 加碼 |
| Park Avenue Securities LLC | 53,979 | $718.7 萬 | 0.10% | +436+0.8% | 加碼 |
| Bridgeway Capital Management, LLC | 53,893 | $717.5 萬 | 0.15% | +6,600+14.0% | 加碼 |
| Commerce Bank | 53,431 | $711.4 萬 | 0.05% | −235−0.4% | 減碼 |
| Brick & Kyle, Associates | 53,411 | $711.1 萬 | 3.54% | −163−0.3% | 減碼 |
| Westchester Capital Management, LLC | 53,400 | $711.0 萬 | 0.29% | +53,400 | 新進 |
| Nissay Asset Management Corp | 53,338 | $710.1 萬 | 0.06% | +180+0.3% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 53,118 | $707.2 萬 | 0.02% | −2,813−5.0% | 減碼 |
| Kornitzer Capital Management Inc | 52,864 | $703.8 萬 | 0.14% | +260.0% | 加碼 |
| Buckingham Capital Management, Inc. | 52,837 | $703.5 萬 | 0.94% | −1,101−2.0% | 減碼 |
| Kesler, Norman & Wride, LLC | 52,541 | $699.5 萬 | 1.60% | −55−0.1% | 減碼 |
| Salem Investment Counselors Inc | 52,162 | $694.5 萬 | 0.24% | +1,589+3.1% | 加碼 |
| Pathstone Holdings, LLC | 52,131 | $694.1 萬 | 0.04% | +52,131 | 新進 |
| Leavell Investment Management, Inc. | 51,948 | $691.6 萬 | 0.44% | −236−0.5% | 減碼 |
| Disciplined Investments, LLC | 51,680 | $688.1 萬 | 4.03% | −198−0.4% | 減碼 |
| PGGM Investments | 51,505 | $685.7 萬 | 0.10% | −4,264−7.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 51,474 | $685.3 萬 | 0.08% | +24,339+89.7% | 加碼 |
| British Columbia Investment Management Corp | 51,258 | $682.4 萬 | 0.06% | +9,550+22.9% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 50,801 | $676.4 萬 | 1.49% | −541−1.1% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 50,363 | $670.5 萬 | 0.32% | −1,645−3.2% | 減碼 |
| Beacon Pointe Advisors, LLC | 50,328 | $670.1 萬 | 0.08% | +3,055+6.5% | 加碼 |
| RBF Capital, LLC | 50,000 | $665.7 萬 | 0.42% | 00.0% | 不變 |
| Wealthfront Advisers LLC | 48,706 | $648.5 萬 | 0.02% | +935+2.0% | 加碼 |
| Daiwa Securities Group Inc. | 48,601 | $647.0 萬 | 0.04% | +10,536+27.7% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 48,594 | $647.0 萬 | 0.09% | +722+1.5% | 加碼 |
| Wesbanco Bank Inc | 48,584 | $646.8 萬 | 0.37% | −5,054−9.4% | 減碼 |
| NewSquare Capital LLC | 48,907 | $642.5 萬 | 0.61% | +794+1.7% | 加碼 |
| Rodgers Brothers Inc. | 48,138 | $640.9 萬 | 1.01% | −600−1.2% | 減碼 |
| Atlantic Union Bankshares Corp | 47,112 | $627.2 萬 | 0.58% | −3,122−6.2% | 減碼 |
| Cerity Partners LLC | 46,863 | $623.9 萬 | 0.02% | +10,550+29.1% | 加碼 |
| Quantitative Investment Management, LLC | 46,740 | $622.2 萬 | 0.36% | +46,740 | 新進 |
| Private Advisor Group, LLC | 45,594 | $607.0 萬 | 0.05% | +3,581+8.5% | 加碼 |
| Berger Financial Group, Inc | 45,187 | $601.6 萬 | 0.62% | −1,245−2.7% | 減碼 |
| Stolper Co | 44,919 | $598.1 萬 | 2.41% | +103+0.2% | 加碼 |
| Wintrust Investments LLC | 44,600 | $593.8 萬 | 0.57% | −7,553−14.5% | 減碼 |
| Mirador Capital Partners LP | 44,487 | $592.3 萬 | 1.25% | −210−0.5% | 減碼 |
| Arkadios Wealth Advisors | 44,455 | $591.9 萬 | 0.50% | −434−1.0% | 減碼 |
| Colonial Trust Advisors | 44,440 | $591.7 萬 | 0.63% | −218−0.5% | 減碼 |
| Country Club Bank | 44,480 | $590.9 萬 | 0.45% | −443−1.0% | 減碼 |
| Bessemer Group Inc | 44,258 | $589.3 萬 | 0.01% | +22,637+104.7% | 加碼 |
| Geneos Wealth Management Inc. | 43,974 | $585.5 萬 | 0.29% | −14,858−25.3% | 減碼 |
| Telos Capital Management, Inc. | 43,781 | $582.9 萬 | 0.71% | −1,134−2.5% | 減碼 |
| Stablepoint Partners, LLC | 43,420 | $578.1 萬 | 1.48% | +43,420 | 新進 |
| King Luther Capital Management Corp | 43,143 | $574.4 萬 | 0.03% | −286−0.7% | 減碼 |
| Ancora Advisors, LLC | 43,112 | $574.0 萬 | 0.14% | +611+1.4% | 加碼 |
| QRG Capital Management, Inc. | 42,771 | $569.5 萬 | 0.08% | +22,351+109.5% | 加碼 |
| Beacon Financial Group | 42,285 | $563.0 萬 | 0.69% | +120+0.3% | 加碼 |
| Atria Investments LLC | 42,275 | $562.3 萬 | 0.09% | −6,083−12.6% | 減碼 |
| Umb Bank N A | 42,147 | $561.1 萬 | 0.08% | −603−1.4% | 減碼 |
| Sovereign Investment Advisors, LLC | 42,129 | $560.9 萬 | 2.09% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 41,943 | $558.4 萬 | 0.31% | −6,882−14.1% | 減碼 |
| Texas Yale Capital Corp. | 41,613 | $554.0 萬 | 0.26% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 41,383 | $551.0 萬 | 0.03% | +130.0% | 加碼 |
| United Capital Financial Advisers, LLC | 40,934 | $545.0 萬 | 0.05% | +3,595+9.6% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 40,608 | $540.7 萬 | 0.07% | +207+0.5% | 加碼 |
| Toroso Investments, LLC | 40,338 | $537.1 萬 | 0.13% | +1,734+4.5% | 加碼 |
| Coldstream Capital Management Inc | 40,242 | $535.8 萬 | 0.15% | +79+0.2% | 加碼 |
| Meyer Handelman Co | 39,872 | $530.9 萬 | 0.21% | −900−2.2% | 減碼 |
| Huntington National Bank | 39,581 | $527.0 萬 | 0.05% | −496−1.2% | 減碼 |
| Nations Financial Group Inc, | 39,511 | $526.1 萬 | 0.49% | −1,506−3.7% | 減碼 |
| HM Payson & Co | 39,220 | $522.2 萬 | 0.11% | −1,075−2.7% | 減碼 |
| Gulf International Bank (UK) Ltd | 39,199 | $521.8 萬 | 0.15% | −4,266−9.8% | 減碼 |
| First National Bank of Omaha | 39,078 | $520.3 萬 | 0.33% | −4,152−9.6% | 減碼 |
| Avantax Advisory Services, Inc. | 38,911 | $518.1 萬 | 0.05% | −7,129−15.5% | 減碼 |
| Elo Mutual Pension Insurance Co | 38,876 | $517.6 萬 | 0.14% | +386+1.0% | 加碼 |
| Cary Street Partners Asset Management LLC | 38,781 | $516.3 萬 | 0.89% | −1,735−4.3% | 減碼 |
| Rothschild Investment LLC | 38,631 | $514.3 萬 | 0.43% | +38,631 | 新進 |
| USS Investment Management Ltd | 38,600 | $513.9 萬 | 0.05% | −16,500−29.9% | 減碼 |
| Shorepoint Capital Partners LLC | 38,556 | $513.3 萬 | 1.38% | −246−0.6% | 減碼 |
| Atria Wealth Solutions, Inc. | 38,449 | $511.9 萬 | 0.06% | +2,519+7.0% | 加碼 |
| Alta Capital Management LLC | 38,436 | $511.7 萬 | 0.33% | +803+2.1% | 加碼 |
| Stratos Wealth Advisors, LLC | 37,976 | $505.6 萬 | 0.29% | −629−1.6% | 減碼 |
| Brady Family Wealth, LLC | 37,846 | $503.9 萬 | 1.73% | +199+0.5% | 加碼 |
| Kingsview Wealth Management, LLC | 37,595 | $500.5 萬 | 0.15% | −177−0.5% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 37,381 | $497.7 萬 | 0.54% | +3,899+11.6% | 加碼 |
| Farmers & Merchants Investments Inc | 37,303 | $496.7 萬 | 0.18% | +471+1.3% | 加碼 |
| Fifth Third Bancorp | 36,919 | $491.5 萬 | 0.02% | +1,869+5.3% | 加碼 |
| Nomura Holdings Inc | 36,822 | $490.2 萬 | 0.04% | −362,178−90.8% | 減碼 |
| Altrius Capital Management Inc | 36,720 | $488.9 萬 | 1.36% | −944−2.5% | 減碼 |
| Mattern Wealth Management LLC | 36,611 | $487.4 萬 | 1.25% | +1,237+3.5% | 加碼 |
| Mackenzie Financial Corp | 36,450 | $485.3 萬 | 0.01% | −4,004−9.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 36,386 | $484.4 萬 | 0.02% | −15,792−30.3% | 減碼 |
| Colonial Trust Co | 36,297 | $483.3 萬 | 1.01% | +2,823+8.4% | 加碼 |
| Viking Fund Management LLC | 36,000 | $479.3 萬 | 0.93% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 35,930 | $478.4 萬 | 0.10% | +24,000+201.2% | 加碼 |
| Invesco, LLC | 35,906 | $478.1 萬 | 2.22% | −289−0.8% | 減碼 |
| Alpha Omega Wealth Management LLC | 35,650 | $474.6 萬 | 0.79% | −871−2.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 35,516 | $472.6 萬 | 0.06% | +4,149+13.2% | 加碼 |
| Quotient Wealth Partners, LLC | 35,406 | $471.4 萬 | 0.18% | +35,406 | 新進 |
| Chatham Capital Group, Inc. | 35,400 | $471.3 萬 | 0.95% | −200−0.6% | 減碼 |
| Kentucky Retirement Systems | 35,201 | $468.7 萬 | 0.15% | +1,049+3.1% | 加碼 |
| Walleye Capital LLC | 35,044 | $466.6 萬 | 0.07% | +35,044 | 新進 |
| Pinnacle Associates Ltd | 34,961 | $465.5 萬 | 0.08% | −64−0.2% | 減碼 |
| Martin Capital Partners, LLC | 34,741 | $462.5 萬 | 1.89% | −522−1.5% | 減碼 |
| Maryland State Retirement & Pension System | 34,647 | $461.3 萬 | 0.09% | −545−1.5% | 減碼 |
| Oregon Public Employees Retirement Fund | 34,335 | $457.1 萬 | 0.08% | −124−0.4% | 減碼 |
| Northwestern Mutual Wealth Management Co | 34,056 | $453.4 萬 | 0.01% | +2,339+7.4% | 加碼 |
| Cetera Investment Advisers | 34,033 | $453.1 萬 | 0.04% | −1,667−4.7% | 減碼 |
| Opus Investment Management Inc | 33,800 | $450.0 萬 | 2.58% | −12,400−26.8% | 減碼 |
| Clearbridge Investments, LLC | 33,625 | $447.7 萬 | 0.00% | +11,945+55.1% | 加碼 |